Family Firm, Inc.

13F filer · CIK 0001602603

Last filed Aug 8, 2025

Inactive · not filing 13F

13F portfolio value$415MU.S. long equity reported on 13F

Positions180 new · 88 closed

Net flow last quarter-$40.6MBuys minus sells

Top 10 positions weight10.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2025Reported Aug 8, 202518 positions
NVDANvidia Corp	$8.01M	1.93%	0.00%	-3.6%	Q1 2017
AAPLApple Inc.	$7.38M	1.78%	0.00%	0.0%	Q4 2014
AVGOBroadcom Inc.	$5.87M	1.41%	0.00%	-6.8%	Q4 2024
ICFICF International, Inc.	$4.86M	1.17%	Not reported	+0.2%	Q4 2014
EMFTempleton Emerging Markets Fund	$3.18M	0.77%	Not reported	-0.6%	Q4 2014
AFLAflac Inc	$3.16M	0.76%	0.01%	0.0%	Q4 2024
EHCEncompass Health Corp	$2.46M	0.59%	0.02%	-38.1%	Q4 2024
BHKBlackRock Core Bond Trust	$2.35M	0.57%	Not reported	+5.3%	Q4 2014
RMTRoyce Micro-Cap Trust, Inc.	$2.24M	0.54%	Not reported	-1.3%	Q4 2014
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	$2.13M	0.51%	Not reported	+3.7%	Q4 2014
FAXAbrdn Asia-Pacific Income Fund, Inc.	$2.09M	0.50%	Not reported	-1.4%	Q4 2014
SCZNXG NextGen Infrastructure Income Fund	$1.73M	0.42%	Not reported	-4.0%	Q4 2014
BRK.BBerkshire Hathaway Inc	$1.34M	0.32%	Not reported	+1462.0%	Q4 2014
XOMExxonMobil Holdings Corp	$1.16M	0.28%	0.00%	-3.0%	Q4 2014
LRCXLam Research Corp	$1.05M	0.25%	0.00%	+0.4%	Q3 2017
CSCOCisco Systems, Inc.	$711K	0.17%	0.00%	+0.2%	Q4 2014
JQCNuveen Credit Strategies Income Fund	$669K	0.16%	Not reported	+2.9%	Q4 2019
SABASaba Capital Income & Opportunities Fund II	$105K	0.03%	Not reported	+2.0%	Q4 2014
Q1 2025Reported May 1, 2025106 positions
AAPLApple Inc.	$7.99M	1.78%	0.00%	0.0%	Q4 2014
NVDANvidia Corp	$5.7M	1.27%	0.00%	-9.7%	Q1 2017
ICFICF International, Inc.	$4.88M	1.09%	Not reported	+1.7%	Q4 2014
AVGOBroadcom Inc.	$3.82M	0.85%	0.00%	+0.3%	Q4 2024
AFLAflac Inc	$3.33M	0.74%	0.01%	0.0%	Q4 2024
EHCEncompass Health Corp	$3.28M	0.73%	0.03%	Not reported	Q4 2024
EMFTempleton Emerging Markets Fund	$2.81M	0.63%	Not reported	-18.5%	Q4 2014
BHKBlackRock Core Bond Trust	$2.49M	0.56%	Not reported	+5.3%	Q4 2014
FAXAbrdn Asia-Pacific Income Fund, Inc.	$2.08M	0.47%	Not reported	+5.0%	Q4 2014
RMTRoyce Micro-Cap Trust, Inc.	$2.08M	0.46%	Not reported	-3.0%	Q4 2014
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	$2.01M	0.45%	Not reported	+1.6%	Q4 2014
SCZNXG NextGen Infrastructure Income Fund	$1.58M	0.35%	Not reported	Not reported	Q4 2014
MSFTMicrosoft Corp	$1.5M	0.34%	0.00%	-89.3%	Q1 2017
COSTCostco Wholesale Corp	$1.46M	0.33%	0.00%	-0.3%	Q2 2017
BRK.BBerkshire Hathaway Inc	$1.43M	0.32%	Not reported	Not reported	Q4 2014
XOMExxonMobil Holdings Corp	$1.32M	0.29%	0.00%	+0.1%	Q4 2014
JPMJPMorgan Chase & Co	$1.14M	0.25%	0.00%	+0.2%	Q4 2014
ABBVAbbVie Inc.	$1.03M	0.23%	0.00%	-1.4%	Q4 2014
GOOGLAlphabet Inc.	$964K	0.22%	0.00%	+0.1%	Q3 2016
LLYELI LILLY & Co	$882K	0.20%	0.00%	+0.2%	Q2 2021
IBMInternational Business Machines Corp	$842K	0.19%	0.00%	+0.1%	Q4 2014
PAYXPaychex Inc	$795K	0.18%	0.00%	+0.1%	Q4 2024
LRCXLam Research Corp	$783K	0.17%	0.00%	+0.3%	Q3 2017
MCKMckesson Corp	$770K	0.17%	0.00%	+0.2%	Q4 2014
GPNGlobal Payments Inc	$709K	0.16%	0.00%	0.0%	Q4 2024
JQCNuveen Credit Strategies Income Fund	$649K	0.14%	Not reported	+3.9%	Q4 2019
PEPPepsico Inc	$642K	0.14%	0.00%	+0.2%	Q4 2014
AMZNAmazon Com Inc	$637K	0.14%	0.00%	+0.6%	Q4 2017
CSCOCisco Systems, Inc.	$631K	0.14%	0.00%	+0.2%	Q4 2014
QCOMQualcomm Inc	$624K	0.14%	0.00%	+0.1%	Q4 2024
MRKMerck & Co., Inc.	$594K	0.13%	0.00%	-1.1%	Q4 2014
HDHome Depot, Inc.	$574K	0.13%	0.00%	+0.5%	Q4 2014
JNJJohnson & Johnson	$570K	0.13%	0.00%	+0.5%	Q4 2014
INTUIntuit Inc.	$536K	0.12%	0.00%	+0.2%	Q1 2019
VVisa Inc.	$533K	0.12%	0.00%	+0.1%	Q2 2019
COPConocophillips	$532K	0.12%	0.00%	+0.4%	Q2 2015
WTWWillis Towers Watson PLC	$499K	0.11%	0.00%	Not reported	Q3 2020
SPYSPDR S&P 500 ETF Trust	$490K	0.11%	Not reported	+0.2%	Q4 2019
ADPAutomatic Data Processing Inc	$482K	0.11%	0.00%	+0.6%	Q4 2017
ABTAbbott Laboratories	$475K	0.11%	0.00%	+0.1%	Q4 2014
BABoeing Co	$468K	0.10%	0.00%	Not reported	Q4 2014
CVXChevron Corp	$459K	0.10%	0.00%	+0.9%	Q4 2014
MARMarriott International Inc	$456K	0.10%	0.00%	+0.1%	Q2 2015
RTXRTX Corp	$455K	0.10%	0.00%	+0.1%	Q2 2020
WFCWells Fargo & Company	$436K	0.10%	0.00%	-2.9%	Q4 2014
PGPROCTER & GAMBLE Co	$433K	0.10%	0.00%	-0.2%	Q4 2014
KMBKimberly Clark Corp	$427K	0.10%	0.00%	+0.3%	Q4 2024
UNHUnitedhealth Group Inc	$418K	0.09%	0.00%	+0.4%	Q4 2017
GHCGraham Holdings Co	$418K	0.09%	Not reported	Not reported	Q4 2014
CICigna Group	$417K	0.09%	0.00%	+0.3%	Q4 2018

Q4 2024Reported Feb 10, 2025107 positions
AAPLApple Inc.	$9M	2.00%	0.00%	Not reported	Q4 2014
NVDANvidia Corp	$7.32M	1.63%	0.00%	Not reported	Q1 2017
AVGOBroadcom Inc.	$5.28M	1.17%	0.00%	New	Q4 2024
ICFICF International, Inc.	$4.7M	1.05%	Not reported	Not reported	Q4 2014
AFLAflac Inc	$3.1M	0.69%	0.01%	New	Q4 2024
EHCEncompass Health Corp	$3M	0.67%	0.03%	New	Q4 2024
EMFTempleton Emerging Markets Fund	$2.66M	0.59%	Not reported	Not reported	Q4 2014
RMTRoyce Micro-Cap Trust, Inc.	$2.41M	0.54%	Not reported	Not reported	Q4 2014
BHKBlackRock Core Bond Trust	$2.28M	0.51%	Not reported	Not reported	Q4 2014
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	$1.93M	0.43%	Not reported	Not reported	Q4 2014
FAXAbrdn Asia-Pacific Income Fund, Inc.	$1.86M	0.41%	Not reported	Not reported	Q4 2014
MSFTMicrosoft Corp	$1.57M	0.35%	0.00%	Not reported	Q1 2017
SCZNXG NextGen Infrastructure Income Fund	$1.51M	0.34%	Not reported	Not reported	Q4 2014
COSTCostco Wholesale Corp	$1.42M	0.32%	0.00%	Not reported	Q2 2017
BRK.BBerkshire Hathaway Inc	$1.21M	0.27%	Not reported	Not reported	Q4 2014
XOMExxonMobil Holdings Corp	$1.19M	0.26%	0.00%	Not reported	Q4 2014
GOOGLAlphabet Inc.	$1.18M	0.26%	0.00%	Not reported	Q3 2016
JPMJPMorgan Chase & Co	$1.11M	0.25%	0.00%	Not reported	Q4 2014
ABBVAbbVie Inc.	$887K	0.20%	0.00%	Not reported	Q4 2014
LLYELI LILLY & Co	$823K	0.18%	0.00%	Not reported	Q2 2021
GPNGlobal Payments Inc	$811K	0.18%	0.00%	New	Q4 2024
LRCXLam Research Corp	$775K	0.17%	0.00%	Not reported	Q3 2017
IBMInternational Business Machines Corp	$744K	0.17%	0.00%	Not reported	Q4 2014
AMZNAmazon Com Inc	$730K	0.16%	0.00%	Not reported	Q4 2017
PAYXPaychex Inc	$722K	0.16%	0.00%	New	Q4 2024
MRKMerck & Co., Inc.	$666K	0.15%	0.00%	Not reported	Q4 2014
JQCNuveen Credit Strategies Income Fund	$660K	0.15%	Not reported	Not reported	Q4 2019
MCKMckesson Corp	$651K	0.14%	0.00%	Not reported	Q4 2014
PEPPepsico Inc	$650K	0.14%	0.00%	Not reported	Q4 2014
QCOMQualcomm Inc	$624K	0.14%	0.00%	New	Q4 2024
HDHome Depot, Inc.	$607K	0.13%	0.00%	Not reported	Q4 2014
CSCOCisco Systems, Inc.	$605K	0.13%	0.00%	Not reported	Q4 2014
INTUIntuit Inc.	$548K	0.12%	0.00%	Not reported	Q1 2019
MARMarriott International Inc	$533K	0.12%	0.00%	Not reported	Q2 2015
SPYSPDR S&P 500 ETF Trust	$513K	0.11%	Not reported	Not reported	Q4 2019
COPConocophillips	$500K	0.11%	0.00%	Not reported	Q2 2015
JNJJohnson & Johnson	$495K	0.11%	0.00%	Not reported	Q4 2014
BABoeing Co	$486K	0.11%	0.00%	Not reported	Q4 2014
GOOGAlphabet Inc.	$481K	0.11%	Not reported	Not reported	Q3 2016
VVisa Inc.	$480K	0.11%	0.00%	Not reported	Q2 2019
LOWLowes Companies Inc	$473K	0.11%	0.00%	Not reported	Q4 2017
WTWWillis Towers Watson PLC	$462K	0.10%	0.00%	Not reported	Q3 2020
ADPAutomatic Data Processing Inc	$459K	0.10%	0.00%	Not reported	Q4 2017
WFCWells Fargo & Company	$440K	0.10%	0.00%	Not reported	Q4 2014
PHMPultegroup Inc	$439K	0.10%	0.00%	Not reported	Q1 2021
PGPROCTER & GAMBLE Co	$427K	0.10%	0.00%	Not reported	Q4 2014
AMDAdvanced Micro Devices Inc	$424K	0.09%	0.00%	New	Q4 2024
QQQInvesco QQQ Trust, Series 1	$416K	0.09%	Not reported	Not reported	Q4 2021
ABTAbbott Laboratories	$405K	0.09%	0.00%	Not reported	Q4 2014
UNHUnitedhealth Group Inc	$402K	0.09%	0.00%	Not reported	Q4 2017

Q4 2021Reported Feb 2, 202280 positions
AAPLApple Inc.	$6.6M	1.71%	0.00%	+2241.4%	Q4 2014
SABASaba Capital Income & Opportunities Fund II	$3.17M	0.82%	Not reported	+3.8%	Q4 2014
ICFICF International, Inc.	$2.85M	0.74%	Not reported	0.0%	Q4 2014
RMTRoyce Micro-Cap Trust, Inc.	$2.81M	0.73%	Not reported	+2.2%	Q4 2014
NVDANvidia Corp	$2.21M	0.57%	0.00%	+0.7%	Q1 2017
EMFTempleton Emerging Markets Fund	$2.21M	0.57%	Not reported	-5.6%	Q4 2014
BHKBlackRock Core Bond Trust	$2.12M	0.55%	Not reported	+1.3%	Q4 2014
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	$1.54M	0.40%	Not reported	+6.0%	Q4 2014
FAXAbrdn Asia-Pacific Income Fund, Inc.	$1.44M	0.37%	Not reported	+3.3%	Q4 2014
SCZNXG NextGen Infrastructure Income Fund	$1.44M	0.37%	Not reported	-0.7%	Q4 2014
MSFTMicrosoft Corp	$1.04M	0.27%	0.00%	+0.1%	Q1 2017
COSTCostco Wholesale Corp	$957K	0.25%	0.00%	+0.1%	Q2 2017
GOOGLAlphabet Inc.	$866K	0.22%	0.00%	-6.3%	Q3 2016
LRCXLam Research Corp	$817K	0.21%	0.00%	Not reported	Q3 2017
BRK.BBerkshire Hathaway Inc	$805K	0.21%	Not reported	-1.6%	Q4 2014
MRKMerck & Co., Inc.	$777K	0.20%	0.00%	Not reported	Q4 2014
CABOCable One, Inc.	$723K	0.19%	0.01%	Not reported	Q3 2016
SPYSPDR S&P 500 ETF Trust	$674K	0.17%	Not reported	+0.1%	Q4 2019
ABBVAbbVie Inc.	$609K	0.16%	0.00%	+0.7%	Q4 2014
HDHome Depot, Inc.	$574K	0.15%	0.00%	+0.3%	Q4 2014
MMM3m Co	$567K	0.15%	0.00%	+0.2%	Q4 2014
JPMJPMorgan Chase & Co	$551K	0.14%	0.00%	-3.2%	Q4 2014
BABoeing Co	$540K	0.14%	0.00%	Not reported	Q4 2014
JNJJohnson & Johnson	$539K	0.14%	0.00%	+0.6%	Q4 2014
AMZNAmazon Com Inc	$534K	0.14%	0.00%	Not reported	Q4 2017
ABTAbbott Laboratories	$516K	0.13%	0.00%	+0.3%	Q4 2014
GOOGAlphabet Inc.	$510K	0.13%	Not reported	Not reported	Q3 2016
CSCOCisco Systems, Inc.	$505K	0.13%	0.00%	+0.3%	Q4 2014
INTUIntuit Inc.	$468K	0.12%	0.00%	Not reported	Q1 2019
PEPPepsico Inc	$464K	0.12%	0.00%	-4.3%	Q4 2014
LOWLowes Companies Inc	$430K	0.11%	0.00%	+0.2%	Q4 2017
ACNAccenture plc	$429K	0.11%	0.00%	Not reported	Q3 2016
MARMarriott International Inc	$428K	0.11%	0.00%	Not reported	Q2 2015
DISWalt Disney Co	$427K	0.11%	0.00%	-2.6%	Q4 2014
UNPUnion Pacific Corp	$423K	0.11%	0.00%	+0.3%	Q4 2014
ADPAutomatic Data Processing Inc	$412K	0.11%	0.00%	Not reported	Q4 2017
PGPROCTER & GAMBLE Co	$411K	0.11%	0.00%	-6.0%	Q4 2014
WTWWillis Towers Watson PLC	$403K	0.10%	0.00%	Not reported	Q3 2020
ODFLOld Dominion Freight Line, Inc.	$392K	0.10%	0.00%	+0.1%	Q4 2020
BDXBecton Dickinson & Co	$366K	0.09%	0.00%	Not reported	Q3 2016
XLNXXilinx Inc	$360K	0.09%	0.00%	+0.1%	Q1 2019
YUMYum Brands Inc	$347K	0.09%	0.00%	0.0%	Q2 2015
MUMicron Technology Inc	$343K	0.09%	0.00%	Not reported	Q4 2020
SASRSandy Spring Bancorp Inc	$343K	0.09%	0.02%	+0.6%	Q4 2020
PNCPNC Financial Services Group, Inc.	$341K	0.09%	0.00%	+0.5%	Q2 2017
COPConocophillips	$340K	0.09%	0.00%	+0.3%	Q2 2015
UNHUnitedhealth Group Inc	$332K	0.09%	0.00%	+0.3%	Q4 2017
SBUXStarbucks Corp	$319K	0.08%	0.00%	+0.4%	Q1 2019
WFCWells Fargo & Company	$318K	0.08%	0.00%	+0.1%	Q4 2014
NEOGNeogen Corp	$309K	0.08%	0.01%	Not reported	Q4 2014

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